Take this into the demo
Meeting Agent: questions to ask
The nine questions
- Does an AI do this, or does a rule? If the answer is “when X happens it sends Y”, you are buying automation, and it should not cost AI prices.
- Does it send, or does it draft? Ask for the sentence on their page that says it acts on its own.
- Does it do it on its own on this plan, or on the one above? The setting that lets it act without you is often a tier up from the entry price.
- What does it do with the hard cases? Ask what it holds back for you, and what happens to what it cannot resolve.
- What is the cap, and what happens past it? Work out the bill at the volume you actually do, not at the included allowance.
- What is the unit? Per month, per user, per location, per minute, per credit or per resolved ticket.
- Who does the setup, and is it in the price?
- What happens to the changes it made when I stop paying? Some tools make changes that stay only while you subscribe.
- Who carries the legal side? For calling and texting customers, ask who handles consent and opt-outs.
What to check for this job
- All of these join the call and write the notes themselves. The difference is what happens next: about half also send the notes or push actions into your other tools.
- Several long-established products do the core job free with no cap on use. Try a free one first.
- Free plans run out by volume, such as storage minutes, rather than by time. Check the limit against how many meetings you have.
- In reviews, the recurring problems are the bot failing to join, recordings lost and billing after cancellation.
Notes
The AI Agents Report · Iterategy How we did this ·
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